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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,868 | $76,550-59.7% | $123,894-75.1% | $62,881-50.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 40.02% | 18.67%+21.3pp | 47.52%-7.5pp | 20.14%+19.9pp |
| Employer contribution / active EE | $5,451 | $2,882+89.1% | $4,617+18.1% | $2,281+139.0% |
| Participant deferral / active EE | $12,820 | $4,840+164.9% | $5,984+114.2% | $3,203+300.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |